Banks & Credit Unions in Medford, NY

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Bank Branches and ATMs in Medford, NY

Bank of America (with Drive-thru ATM)
4 out of 5
Location 2851 Horseblock Road, Medford, NY 11763, USA
Phone (631) 698-3849
Suffolk Federal Credit Union
4 out of 5
Location 3681 Horseblock Road, Medford, NY 11763, USA
Phone (631) 924-8000
Banks in Medford, NY

Where Medford, NY Banks & Credit Unions Serve

Medford, NY is a bustling suburban community located in Suffolk County, Long Island. With a population of over 25,000, Medford is home to several prominent landmarks, including the Bald Hill Cultural Center, which hosts a variety of concerts and events throughout the year. The community is also home to the Long Island Game Farm, a popular destination for families looking to get up close and personal with exotic animals. When it comes to employment, Medford boasts a number of top employers, including Brookhaven Memorial Hospital Medical Center, which provides healthcare services to the surrounding area. Other major employers in the area include the Suffolk County Community College, which offers a range of educational programs, and the Brookhaven National Laboratory, a research facility that conducts cutting-edge scientific research. Medford is conveniently located near several major highways, including the Long Island Expressway and the Sunrise Highway, making it easy to get around the area.

Medford, NY Banking Related Services

Insurance Broker

Residents of Medford, NY can greatly benefit from the services of an insurance broker. One of the most common ways an insurance broker can help is by finding the best insurance policies for their clients at the most affordable rates. This is particularly important in Medford, NY, where the cost of living is higher than the national average. An insurance broker can help residents find policies that cover their specific needs, such as home insurance for those living in areas prone to flooding or auto insurance for those who commute to work in busy areas. Additionally, an insurance broker can assist residents in navigating the complex world of insurance policies and claims, providing peace of mind and ensuring that their clients are fully covered in case of an unexpected event.

Retirement Planning

Residents of Medford, NY can benefit greatly from the assistance of a retirement planner. One of the most common ways a retirement planner can help is by providing guidance on how to save for retirement while still managing day-to-day expenses. This is especially important for Medford residents, as the cost of living in this area can be quite high. A retirement planner can also help residents navigate the complexities of Social Security and Medicare, ensuring they receive the maximum benefits possible. Additionally, a retirement planner can assist with estate planning and creating a legacy for future generations. Overall, working with a retirement planner can provide peace of mind and a clear path to a comfortable retirement for Medford residents.

Wealth Management

Residents of Medford, NY can benefit greatly from the services of a wealth manager. Medford is a small town in Suffolk County, where the median household income is around $90,000. A wealth manager can help residents of Medford, NY maximize their financial potential by creating personalized investment strategies that align with their financial goals. They can also provide financial planning services to help residents save for retirement, college education, or other long-term goals. Given the high cost of living in Suffolk County, a wealth manager can help residents navigate the complex financial landscape and make informed decisions that will help them achieve financial security. Overall, the expertise and guidance of a wealth manager can be invaluable to residents of Medford, NY who are looking to build and preserve their wealth.

Financial Advisor

Residents of Medford, NY can benefit from the expertise of a financial advisor in many ways. One of the most common ways is by creating a personalized financial plan that takes into account the unique circumstances of Medford residents. For example, many Medford residents work in the healthcare industry, which may require specialized retirement planning and insurance considerations. A financial advisor can help residents navigate these complexities and ensure they have a solid plan in place for their financial future. Additionally, with the high cost of living in the New York area, a financial advisor can help residents with budgeting and saving strategies to help them reach their financial goals, whether that's buying a home or saving for retirement. Overall, a financial advisor can be an invaluable resource for Medford residents looking to secure their financial future.

Mortgage Loan Officer

Residents of Medford, NY can benefit greatly from the expertise of a mortgage loan officer. These professionals can assist with the home buying process, helping residents navigate the complex world of mortgages and finding the best loan options for their specific needs. For example, Medford is a community with a diverse range of housing options, from historic homes to new developments. A mortgage loan officer can help residents understand the unique financing requirements of each property type and guide them through the application process. Additionally, they can provide valuable advice on credit scores, down payments, and other financial considerations to ensure that residents are well-prepared for the home buying journey. Ultimately, working with a mortgage loan officer can make the dream of owning a home in Medford a reality for many residents.

Tax Services

Residents of Medford, NY can benefit greatly from the expertise of a tax advisor. With the unique tax laws and regulations in New York, it's important to have someone who can navigate the system and ensure that you're taking advantage of all possible deductions and credits. In Medford specifically, many residents have been impacted by the COVID-19 pandemic and may need guidance on how to properly claim unemployment benefits or the stimulus payments. A tax advisor can also help small business owners in Medford with tax planning and ensuring compliance with state and federal tax laws. Overall, a tax advisor can provide valuable assistance to residents of Medford, NY in navigating the complex world of taxes and maximizing their financial situation.

Estate Planning Lawyer

Residents of Medford, NY can benefit greatly from the guidance of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive plan for the distribution of assets upon death. This is especially important in Medford, where many residents own homes and have significant investments. An estate planning lawyer can help ensure that these assets are passed down to the intended beneficiaries in a tax-efficient manner, while also protecting them from potential creditors. Additionally, an estate planning lawyer can help residents of Medford create a plan for incapacity, such as a power of attorney or healthcare proxy, which can ensure that their wishes are respected in the event they become unable to make decisions for themselves. Overall, an estate planning lawyer can provide peace of mind and security for residents of Medford, NY.


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